Estate Planning Bundle Includes:

• $50

  How to Prepare for Long-Term Care Costs

  General Credits: 1

  This CLE program will address the use of long-term care insurance to provide care for aging individuals and its impact on wealth transfer. The Instructors will discuss tax opportunities for business owners who want to leverage their businesses to protect themselves and their family members. Add...

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• $50

  Understanding Diversity, Equity and Inclusion: How the Law Created Inequity

  Equity/Diversity Credits: 1

  The phrase “Diversity, Equity & Inclusion” words often heard and even debated - encapsulates efforts to equalize opportunity. Understanding the need or purpose for DEI efforts requires an appreciation for how the law itself embedded inequity. This CLE course will cover the myriad of laws and jud...

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• $50

  The Nuts and Bolts of Guardianships

  General Credits: 1

  This CLE course will focus on basics of what a guardianship proceeding is, sometimes called a conservatorship in some states, and how it differs from advanced directives such as health care proxies and powers of attorney. We will discuss when such a court proceeding is and what courts look for in...

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• $50

  Offshore Versus Domestic Asset Protection, What You Need To Know

  General Credits: 1

  Join our Asset Protection Attorney as he delves deep into an extensive examination of the most prevalent tools, both domestic and international, that can safeguard your clients' assets from legal disputes. This CLE session will encompass the following topics: Understanding Asset Protection and...

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• $50

  How to Use AI to Grow Your Practice

  General Credits: 1

  Discover practical AI applications to enhance your law firm's productivity, performance, and profit. This hands-on session will guide you through the latest AI tools to streamline tasks, optimize client communication, and foster team development. You'll learn to implement smart, accessible strategi...

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• $50

  Business Valuation for Attorneys

  General Credits: 1

  Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and par...

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• $50

  How to Find the “Smoking Gun” to Win Your Case

  General Credits: 1

  In almost every case there is a “smoking gun” that arises during a case that tips the scales toward a win. This CLE will show you how to uncover them and use them to your advantage. The lecturer will give you techniques to use (and inspiration) to uncover "smoking guns" using examples from h...

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• $50

  Jury Selection: Mastering the Challenges and Pitfalls

  General Credits: 1

  This CLE course will address the art of jury selection. It will show how to get the jury to share important information as well as how to pick the right juror for the case you are trying. The following Jury Selection topics will be discussed Who is eligible to serve as a juror Questions that w...

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• $100

  Unusually Important Federal Tax Cases: What Attorneys Need to Know

  General Credits: 2

  This CLE program covers six federal taxation cases of recent vintage that are important for tax attorneys to commit to memory. Business law attorneys, who often find themselves in federal taxation deep water, can benefit from this Program because they will gain appreciation of the way federal tax l...

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• $50

  Federal Civil Procedure: Practicing Tips for Federal Litigation

  General Credits: 1

  Step into the federal courtroom with confidence. This CLE course is designed to demystify the Federal Rules of Civil Procedure and arm attorneys with the essential knowledge needed to navigate federal civil litigation. Whether you are an occasional federal practitioner or looking to brush up on the...

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• $50

  Mastering the Client Interview

  General Credits: 1

  Earn client trust and information through an expertly guided initial interview. This CLE course starts with the importance of small talk and of defining legal terms to clients. Then, this course hones in on making sure attorneys memorialize their client’s goals (and manage expectations for those g...

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• $50

  The Five Rules: How to Prepare Your Client for Deposition

  General Credits: 1

  Your client's deposition is a critical day in any case. The Instructors "Five Rule" system can make any client a strong witness. He has used it for 25 years to prepare clients ranging from executives to professional athletes to children. Nervous clients will relax. "Clever" clients will stick to...

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• $100

  Split-Dollar Life Insurance Planning After the Levine Case

  General Credits: 2

  A recent Tax Court case gave a resounding victory to the taxpayer who had pursued what some might view as an aggressive split-dollar life insurance plan to minimize estate taxes. Estate of Marion Levine v. Commr. 158 T.C. No. 2, This CLE will set the stage with a review of split-dollar planning...

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• $50

  Some Lessons From The Gwyneth Paltrow Ski Collision Case

  General Credits: 1

  Gwyneth Paltrow v Terry Sanderson went to trial, to determine who caused a ski crash at Deer Valley ski resort in Utah. On the surface, it appeared to be a simple ski collision case. Mr. Sanderson alleged that Ms. Paltrow skied into his back, knocking him down hard while landing on him, causing h...

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• $50

  The Rise of The Machines: A Lawyer's Guide to Avoiding Legal Extinction

  General Credits: 1

  This CLE course will introduce attorneys, across the board, to the transformative effects of Artificial Intelligence (AI) within the legal industry. It begins with a clear-cut breakdown of AI and Machine Learning (ML), and their practical applications in law. Then, with focus on how to harness the...

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• $50

  "Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations

  General Credits: 1

  This CLE course will discuss the mechanics of mediation/dispute resolution and the myths associated with dispute resolution. During the course, we will discuss the and attempt to eliminate the reluctance to participate fully and transparently in mediation to allow parties to identify on their o...

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• $50

  The Secure ACT: Five Key Considerations

  General Credits: 1

  This CLE course will focus on five key considerations of the SECURE Act and how this law may affect your financial plan as an attorney. Some of the topics we will cover include: The new age requirements for RMDs Distribution options for beneficiaries Age limitations on traditional IRAs Flexibil...

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• $50

  Pitfalls To Avoid When Real Estate and Matrimonial Issues Collide

  General Credits: 1

  Matrimonial law is a challenging area of practice because of how much the practitioner needs to know. It touches upon and overlaps with many other areas of law including tax, trusts and estates, immigration, contract law, criminal law, property, insurance and real estate. One complex area to unde...

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• $100

  The Ethics of Witness Preparation: Does ABA Ethics Rules Change the Dynamics for Preparing Witnesses?

  Ethics Credits: 2

  Our panelists, highly experienced trial and litigation specialists, will discuss the impact of new ABA Formal Opinion 508, dealing with “The Ethics of Witness Preparation”. They will discuss the impact of the opinion on counsel’s approach to working with witnesses, including a client, to testify at...

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• $100

  The Nuts and Bolts of Ethics: No Nonsense

  Ethics Credits: 2

  This course will explore the origins of ethics and focus on how that obligation to remain virtuous and honorable still impacts lawyers today. The course will focus on the 5 C’s of Virginia Ethics (i.e., Competence, Communication, Confidentiality, Conflict of Interest, and Candor). Each has a si...

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• $50

  1031 Exchanges: Ethical Considerations

  Ethics Credits: 1

  1031 Exchanges can often be complex. This comprehensive CLE course will explain the best practices and wide variety of ethical considerations involved in 1031 Exchanges. The course will include: Qualifying Property Scope of Representation Conflicts of Interest Identification Qualified Intermedi...

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• $100

  The Ten Worst Ethics Nightmares You Can Have

  Ethics Credits: 2

  This program will be a rapid analysis of the 10 disastrous errors you can make in the world of Legal Ethics that will give you nightmares or even derail your career. These groups of errors are not totally inclusive of the challenges that face a modern practitioner but anyone who is actively eng...

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• $50

  Being a DEIA Agent of Change in The Legal Workplace and Beyond

  Equity/Diversity Credits: 1

  Being a DEIA Agent of Change in the Legal Workplace and Beyond is an introductory course to Diversity, Equity, Inclusion and Accessibility (DEIA) concepts and initiatives from a legal perspective. The course begins by discussing the definition of DEIA and related concepts. The course also provi...

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• $100

  Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning

  General Credits: 2

  An effective Asset Protection & Estate Planning Program for Business & Investment Clients should address family and legacy considerations, complete asset protection and tax optimization simultaneously. In addition, it should be easy to use, capable of expanding through time to embrace growth in yo...

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• $100

  Navigating AI Ethics and Detection: Insights for Lawyers and Legal Professionals

  General Credits: 1

  Ethics Credits: 1

  This CLE course will provide legal practitioners with a sound, backdrop of the legal environment of ethics in the use of generative AI. The landscape is rapidly changing and practitioners should bear this mind as they apprehend the materials and discussion offered in this course. The course wil...

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• $50

  Will, Trusts, and Advanced Directives: Know What is Right for Your Client

  General Credits: 1

  This CLE course will focus on estate planning tools and discuss Last Will and Testament and Trusts. The course will explain succession planning, estate planning and how to plan using wills and trusts, as well as advanced directives such as health care proxies, power of attorney and living wills....

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• $50

  Starting Strong: Estate Planning Strategies for Premarital and Newlywed Couples

  General Credits: 1

  This CLE provides attorneys with essential insights into navigating the complex intersection of love, marriage, and estate maters. This CLE course delves into crucial topics such as prenuptial agreements, joint estate planning, tax implications, and legacy considerations. Attorneys will gain pr...

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• $100

  What Attorneys Need to Know About Reading and Understanding Financial Statements

  General Credits: 2

  Lawyers regularly interact with business people. Business people have their own language. Phrases like EBITDA, NOPAT, Gross Profit, Operating Profit, Net Income, on a fully diluted basis, retained earnings, current versus long term assets and liabilities, Free Cash Flow. If these terms are a fore...

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• $50

  The Mathematics of Estate Tax Planning

  General Credits: 1

  The federal estate tax and the financial dynamics that apply to each family can vary in terms of values, growth, income tax rates, spending, discounts, and many other factors. Attempting to plan with common strategies without "running the numbers" can result in less than optimal planning results an...

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• $100

  Navigating the Future: Embracing AI's Impact on the Legal Profession for Lawyers with a Strategic Mindset

  General Credits: 2

  It has been several months since the release of ChatGPT and its passage of the Uniform Bar Exam with flying colors. Experts everywhere are projecting how generative AI is going to replace many lawyers in the next few years. Is generative AI going to change the way lawyers do business? “Yes.” Wil...

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• $50

  Offshore Asset Protection: Exploring the Various Jurisdictions for Protecting your Clients' Assets

  General Credits: 1

  By many standards, the U.S. is the world’s most litigious society. Learn how to put your clients in a better position to survive a lawsuit. Offshore Asset Protection is often the best way to protect assets from frivolous claims and lawsuits. This course will cover how to use a multitude of juri...

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• $100

  Skip Tracing for Lawyers

  General Credits: 2

  Attorneys in most areas of practice, especially trust and estates, personal injury, malpractice, debt collection and real estate law occasionally encounter situations requiring the location of missing people. This includes heirs, beneficiaries, witnesses, shareholders and debtors. In many insta...

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• $50

  Estate Planning: Common Issues; Practical Answers

  General Credits: 1

  Every practitioner in every discipline has heard this complaint about a grantor trust and likely we will all hear more of it. Grantor trusts have become the foundation of most modern estate plans. One of the many “benefits” of grantor trusts is that the settlor creating the trust pays the income ta...

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• $100

  Move to Florida, Home in Florida, or Snowbird: What Estate Planning Attorneys Need to Know

  General Credits: 2

  If you have moved, or are considering moving to Florida, have or are buying a second home in Florida, there are important implications of Florida law and planning that should be considered. This CLE presentation will explore a wide range of Florida legal and planning considerations, including:...

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